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CircleBlack Expands Model Marketplace with State Street Global Advisors and Smartleaf Asset Management
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Trinlogix Partners with CircleBlack to Launch BlackLogix -Wealth Management Tech Stack Dedicated to the SMB Advisor Market
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CircleBlack Launches Major Upgrade to Wealth Management Platform
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CircleBlack Strikes Partnership with Risk Evaluation Tool StratiFi to Mitigate and Communicate Complex Risk Exposures
Advisors Using Wealth Management Platform Can Better Mitigate Risk While Simplifying Data for Clients
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KINGSTON, N.J., May 19, 2021 /PRNewswire/ CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently.
CircleBlack Partners with Robertson Stephens to Launch the Firm s Wealth Management Digital Hub
Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA
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KINGSTON, N.J., April 21, 2021 /PRNewswire/ CircleBlack has partnered with Robertson Stephens, a rapidly growing national registered investment advisor (RIA) with over $2 billion AUM, to serve as the firm s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.
For more information on CircleBlack and Robertson Stephens, visit https://www.circleblack.com/ and https://www.rscapital.com/